§ TECHNOLOGY
USD · TechnologyVERX
VERTEX INC - CLASS A
USDSector · TechnologyBeta · 0.82
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
134 increased/new, 74 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 287.0 | P/B | 12.30 |
| EPS (TTM) | -0.04 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 5.7M | 0.0% | +0% |
| UBS Group AG | 5.5M | 0.0% | −5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8M | n/a | n/a |
| Morgan Stanley | 4.3M | 0.0% | n/a |
| Tensile Capital Management LP | 3.4M | 5.8% | −1% |
| JPMORGAN CHASE & CO | 3.4M | n/a | +96% |
◇ AC INTELLIGENCE
Top institutional owners for VERX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.0% · 0 holders
OTHER1.6% · 146 holders
DEALER / BANK1.4% · 26 holders
PASSIVE / INDEX0.4% · 8 holders
QUALITY / COMPOUNDER0.2% · 14 holders
INCOME / DEFENSIVE0.2% · 10 holders
TACTICAL / MACRO0.2% · 5 holders
SYSTEMATIC / QUANT0.1% · 9 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VERX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VERX yet.